Partnering with Strategic Income Group’s Investment Committee

Our Mission

Empowering individuals to live their best lives and leave a lasting legacy of financial security and positive impact.

Our Vision – Strategic Impact Goal (BHAG)

To educate and inspire 25,000 people to positively transform communities through charitable contributions and making impact investments of $1 billion+.

Our Purpose in Investment Selection

At Strategic Income Group (SIG), we are committed to helping clients steward their wealth in ways that reflect biblical values and Kingdom impact. We believe in building portfolios that are not only financially sound but also morally aligned.

We evaluate every potential investment through the lens of Avoid, Amplify, and Advance:

Avoid: Companies and managers that profit from or promote activities that contradict biblical values (e.g., abortion, pornography, DEI-driven activism).
Amplify: Investments that promote human flourishing, strong stewardship, and ethical business practices without contradicting Scripture.
Advance: Investment opportunities that actively further Kingdom impact—through faith-based entrepreneurship, redemptive business practices, or charitable integration.

Why This Application Matters

Educate you on our selection criteria and values
Allow our Investment Committee to evaluate opportunities consistently
Ensure alignment with our clients’ deeply held beliefs

Only applications submitted through this portal will be reviewed by our Investment Committee. We respectfully ask that all other outreach—emails, calls, and cold contacts—be redirected here.

Important Note:

We do not utilize or implement annuities in any client portfolios. Please do not submit annuity-based products or strategies, as they will not be considered.

Our Manager Due Diligence Process

At SIG, we host a formal Investment Manager Meeting every 90 days, a process we’ve conducted since 2008. This allows us to:

- Review 8–10 investment managers per quarter
- Invite both new and existing managers to present their strategy, values alignment, and performance
- Ask critical questions in a live format to understand the integrity and purpose behind each offering
- Foster competition, transparency, and stewardship in our manager selection process
- Allow clients and internal team members to attend and observe our due diligence firsthand

Managers selected through this application may be invited to present at one of these quarterly events.

What We’re Looking For

We are open to a wide range of investment solutions, provided they do not contradict biblical values and preferably amplify or advance Kingdom-aligned impact.

Acceptable Investment Types:

Publicly traded stocks and bonds
Private Credit and Private Equity
Private Real Estate and Real Assets
Venture and Hedge Strategies

Acceptable Vehicles:

ETFs
Traditional Mutual Funds
Separately Managed Accounts (SMAs)
Private Placement Sub-Docs
Direct Investment Offerings

We look for strong alignment not just in performance, but in purpose, structure, and values.

Next Step

If your firm or product may be a fit, we invite you to complete the application form below. It should take 10–15 minutes to complete. Our team will review submissions quarterly and reach out if a deeper discussion is warranted

For consideration by the Strategic Income Group Investment Committee

Please complete the application below to be evaluated for participation in our quarterly due diligence process. This form is designed to capture key details about your firm and the investment offerings you would like SIG to consider.